Business instrument and preparation of the same



March 6, 1945. H, M. wl-ari-TLESEY BSINESS INSTRUMENTS AND PREPARATION OF THE SAME.

3 sheets-shea 1 jo o5k o ok o oo oo OOOOOG,

Filed Dec. 26, 1942 .March s, 194s. 2,371,008

BUSINESS INSTRUMENTS AND PREPARATIN OF THE SM H. M. WHITTLESEY 5 Sheets-Sheet 2 Filed Dec.

March 6, 1945. H, M wH'lTTLESEY 2,371,008

BUSINESS INSTRUMENTS AND PREPARATION OFTHE SAME I '1225 'Imm N I :,II y y 20 l .'Ta TTaanAgzfhfdgz/wg; E50? Z9 i L /9/ 1g J g A/Z assr ,./7 FIEE "wu l "'1, 46W 2.50 2.04 Isl \l HIM """m @I HIIIHH..

l 'IlmI Il] 84S l Patented Mar. 6., 19.45V

y 2,311,008 BUsnvEss INSTRUMENT AND PREPARA- -TIoNoF nu; SAME -l K Hamam whuuesey, Columbus, ohio originar application .my 21. 1941, serial Na. t 403,357. Divided and this application Decemv ber ze, 1942, serial Na. 410,265

4 Claims. (Cl. 101-2) This application is a division of myV copending application, Serial No. 403,357, filed July 21, 1941.

on a public utility bill. y

Thus for the purposes Business instruments of the aforesaid character bear an identication particularizing, that is,

data such as an amount l5 they vary from instrument to instrument, are

ticularity of a given business instrument. Fura charge for mer- 35 instruments are usually special or out of the ordinary data.

Thus, for example, in the case of a public utility bill, the name and address of the customer of the struments in the utility are printed on the bill to characterize the the rate schedule or schedules under whichthe somewhat like that pertaining to thel revenue analysis which are included on public utility bills. Furthermore, special data, such as anindication that the account is in arrears, is to be made for merchandise, are often included or that a charge fall into four dinerent groups, the irst of which is the identification or characterizing data -usually,`as stated hereinabove, the name and address, the second of which may be called the variable struments as they-are encountered in the course of preparation of the instruments, which is to say, the instruments are usually arranged according to the identications appearing thereon, alphabetically or in other groupingas by being such instances the variable data entered on the unlike from instrument to instrument even though, as I have stated, the same data are entered on a large number of incourse ot-the preparation 'of the entire group ofl such instruments. y

The entry of variable data on instruments of will be obvious that consuming task which 1 business instruments of tion .is to enable lecting thereof into operator also then referred to another source book or the like and ascertained what charge should be made for the consumption quantity and thereafter manually entered such data on the bili. It

this was a slow and timehas in the past been an appreciable portion of the high cost of preparing the character to which this invention pertains. l

Thus among the objects of the present inventhe entry of data that have heretofore been entered on business instruments manually to be entered on such instruments by the use of automatically operating high speed machines, and a related object is to enable business instruments which are to receive identical data to be grouped so that the entry of suchdata thereonto may be expeditiously and economically effected.

In order to enable the aforesaid fundamental .object of this invention to be attained, it is necessary that the business instruments be so formed that grouping thereof can be readily effected, and consequently another object of the present invention is to so form business instruments of the aforesaid character that the colgrouips, which will facilitate the preparation and utilization thereof, may be readily effected.

It will be appreciated that the collecting of business instruments into groups as aforesaid is primarily a sorting problem and while several methods for sorting business instruments are available, I have found it advantageous to so arrange business instruments of the aforesaid character that they may be sorted in accordance with the method vdisclosed in United States Letters Patent to Perkins No. 1.544.112, patented June 30, 1925, for by arranging business instruments for sorting by this method, visual verii'icationof the asmoos in accordance with or the like. Thus,

- invention is to so consecutively number or otherquickly ascertained at any results of sorting is facilitated since business in- ,struments that are sorted by this method have slots or notches formed therein' that extend to the edges of the instruments. Hencev after the instruments have been sorted so as to be collected in what would be groups of instruments bearing. or to bear, corresponding data, the previously formed slots or notches which identify such group should be found to be aligned; and presence or absence of this alignment can be readily ascertained l v ing in the instrumentscollected into a particular group. Hence, still another object of this invention is to so notch or slot business instruments that sorting thereof in accordance with the method disclosed in the aforesaid Perkins patent may be expeditiously eiected.

In any instance where ak plurality of business instruments are prepared and where such instruments are repeatedly handled prior to final distribution thereof, as by mailing of the instruments to persons whose names and 'addresses appear on the instruments, it is'essential that a constant checkl .be kept on the instruments to insure against loss or misplacing of any particular instrument once preparation of the instrument has been beg'lm., I have found that this may be advantageously effected by consecutively numbering or otherwise designating the instruments. in the course lof preparation thereof so lthat the instruments may be arranged in accordance with such consecutive numbering or the like at any time which will, of course. reveal if any instrument is missing for a missing instrument will prevent arranging of the instruments by comparing the slotting or notchwise designate business instruments at an initial stage in the preparation thereof so that the loss or misplacing of a particular instrument may be stage during the preparation of the business instruments or when preparation of the instruments is completed. An object ancilliary to the foregoing is to so consecutively number business instruments that arranging thereof in accordance with such consecutive numbering may be expeditiously effected, and a further and related object is to enable the foregoing to be accomplished by producing representations of the number or the like in a system of consecutive numbering or the like in each business instrument so as to enable such representations to ,be used in sorting the instruments into the consecutively numbered or other relation represented thereon, and an ancillary object is to so 'produce such representations that sorting may be effected in accordance'with the method disclosed in the aforesaid Perkins Patent No. 1,544,172. l

In those instances where classication data, as hereinabove dened, are toy be included on business instruments, such data are employed for accounting, statistical and like purposes, and thus still another object of my invention is toso include classification data on business instruments that the utilization thereof for accounting. statistical and ,like purposes may be expeditiously brought about, and an ancillary object is to so represent such classification data on business instruments that the representations may be utilized when accounting, statistical'or like data are to be compiled, and a related object is to so afford such representations that in the course of compiling accounting, statistical or like data the instruments may be sorted by the method of the aforesaid Perkins patent.

Inasmuch as the nature of the classcation data,.as hereinabove defined, that are to appear on a particular business instrument is determined by the identication that is to appear on the particular business instrument, it is yet anotherk object of the present inventionv to enable the identification and classification. data to be produced on a particular business instrument from or under control of a single device bearing such data or representations thereof, a' device suitable for the purpose being one vof the character disclosed, for example, in Gollwitzer Patent No. 2,049,436. patented August 4, 1936.

Furthermore, since my invention contemplates grouping together of all business instruments of a collection thereof being prepared simultaneously that are to receive identical variable data.

-a further object of this invention is to produce such variable data on thebusiness instruments by printing such data on the instruments from a previously prepared and carefully checked printing device, and an ancillary object is to print such data from embossed type characters provided on printing devices of the character disclosed in United States Letters Patent to Gollwitzer No. 2,030.865, patented February 18, 1936.

Yet other objects of this invention are to enable what has been called special data hereinabove to be incorporated on business instruments f and particularly representations of such data that may be utilized in the sorting of the instruments in accordance with the presence or absence of such representations on the instruments.

. ed on the instruments,`

'ing device from In view or the foregoing, it n another obioot of this invention to produce identification, classmcation and variable data, 'as hereinabove dened.

representations thereof and to thereafter print or represent further variable data, related to or based upon data already appearing or representand to effect this latter operation successively are to receive corresponding data. v

More specc objects than the foregoing are to prepare a device from or under control of which identiilcation and classication data, as hereinabove denned, or representations thereof, may be produced on a business instrument and to thereafter utilize such device to produce such data or representations thereof on a business instrument; to produce representations of selected variable data on the business instrument, and under selected circumstances print variable data, on which the selected represented variable data is based, on the instruments; to group together a plurality of instruments prepared as aforesaid into groups wherein each instrument tion and aforesaid variable data of the group to which the device is to pertain, may be printed on an instrument and to thereafter print such other variable data from each such device upon all of the instruments of the group to which such device pertains.

VOther and further objects of the present invention will be apparent from the following description and claims and are illustrated in the accompanying drawings which, by W'ay of illustration, show a preferred embodiment and the principle` thereof and what I now consider to be the best mode in which I have contemplated applying that principle. Other embodiments of the invention embodying the same or equivalent principle may be used and structural changes may be made as desired by those skilled in the art without depart ing from the present invention and the purview of the appended claims.

Further and more specific objects of the present invention will be apparent from. the following Fig. l is an elevationalview showing one face of a partially prepared business instrument of the present invention;

Fig. 2 is an elevational view showing the other face of the business instrument shown in Fig. 1;

Fig. 3 is a view similar to Fig. 2 but showing the business instrument at stilll another stage in the course of preparation thereof;

Fig. 4 is a view, similar to Figs. 2 and 3, showing a completed business instrument ofy the present invention;

Fig. 5 is an elevational view of a typical printing device that Figs. 1 and 2; and

' Fig. 6 is an elevational view of a typical printprinted on business instruments.

on all instruments that 'I which variable `data may 'be n 1s to be understood chat-the public utility bill illustrated in the accompanying drawings is of the utility while the but a selected 'embodiment of my invention for, as has wide variety of ways as, for example. not only by public utility companies but also by taxing bodies. insurance companies and the like.

As can be as guides along which the billmay be conveniently divided into its sections. It will be understood, however, that one or both of the printed lines might be supplanted by a score line so as to facilitate division sections.

In practice, the customers stub Hic and the remittance stub |06 are mailed to the customer accounting stub Illa is retained by the utility for accounting and like purposes. While the illustrated bill I0 comprises three sections, it will be understood that a business instrument of the present invention might number of sections included in the bill being dependent upon characteristics and requirements of the accounting and statistical systems of which the bill is a part.

As can best be ascertained by reference to Figs. 1 and 2, the bill Il! has constantly reoccurring data printed thereon, such as, in the present instance, lines dividing the main body and stubs into areas free corner of or accounting stub Illa is cut away, as indicated at Il, the corresponding corner being `cut away on each of the bills of the present invention.

Reference has been made hereinabove to Lthe fact that I have foundit advantageous to effect forations along selected margins of the business instruments, or sections thereof, and then by seof the bill I0 into its various 4 lectivciy notchine the `therilalilbody other rows of perforations along y edges of sections of impai'dioeachinaforesaid Perkins are formed along each of Ila and the llc. It is to be the free edge of the acthat othermarginl the hill might be provided if counting stub may feedingmeansofarnachineoacharacterexplainedhereinaftersoihatthesheetsmaybe withdrawnandfedtoandthroughtbemachine one at a time, a sheet feeding means suitable for the purpose being i for example, in Gollwitzer Patent No. ,002373, patented May 28, 1935.

.another way in which blank bills as aforesaid maybe preparedisto severthelengthofthebills from the width of a web of suitable heavy paper orthelikefedtoamachineofthecharacierdisclosed in Hartley Patent No. 2,041,183, patented May 19, 1936, and, as explained in that patent, the aforesaid reoccurrine data and the like that aretobeprntedonthe billsmaybeprinted thereon during passage thereof through such a machine Howevenwherethesortingofthebills istobeeffecied inaccordancewith thedisclosure of the above referred to Perkins patent and performed along marginal edg inaccordancewith SdHa-lyptentbutalsotheperrormedthereinasweliasthe afmesaidcornercutiingopertlon.

lloreovensinceeachbillistohavepariicularity thereto by having notches formed thereinfromselectedofthepertoraidonstothe adaeentedgeofthehmitisadvantageoustopreparethehillsinthemachinewherehinotonlyaretheblankbillsas descrbprepareabutaddiuunaiid data are printed on the hills during :we thereofthroughthemachineandalsorepresentatimsofclassioaiiondataareproducedinthe billsbyselectivelynotchngthebillsfromperfom-ations formedtherein to adjacent edgu thereof.'

Whmjeresortishadtoamachineofthecharaeterjustdescribedandprlntingottheidenticaiiondataontherespectlvebillsandtheaelectivenotcbingthereofaretobeeilecmitis pnssedthroughsuchamachinabepreparedso astomsurethattheon dataprinted andiheiiondatarepresentedonaparbusiness instruments from v determined o f such perroratlons to the adjacent l edge thereof, particularity is Among other classication data that are cusv thatasuitabledevicesuchasmaybeV tisular bill will be interrelated. To this end a printing device of the character disclosed in Fig. 5 may be prepared and utilized, but it is to be understood that this device is representative oi a wide variety of usedi'or the In the case of a public utility bill, the classication data that are to appear on a particular bill will be dennitelyrelated to the identiiication, the name and address that appear on the bill. Such classiiication data in the case of a public utility bill will be, among other things, the rate schedule imder which a customer of the utility is to be billed. Rate schedules of a. public utility are primarily predicated upon the potential demands o the customer for the commodity being distributed by the utility. Since it is to the advantage of the utility to have the customer use the distributed commodity in an amount closely approaching the potential demands of the customer, restort is usually had to a rate schedule such that a customer pays a particular rate for consumption up to a given quantity of the commodity but as the amoimt of consinnption of the commodity increases the rate at which the customer is charged decreases, resort being had to such rate schedule so as to compensate the company for being equipped to meet the potential demands of the customer and, in a measure, to compensate the customer for utilizing the quantities of the commodity in an amount approaching, equalling or exceeding the potential demands of the customer. Since diierent customers will have dierent potential demands, a number of different rate schedules are established and each customer is assigned a proper rate schedule. Each such rate schedule is identified as by hav- 'ing a designation letter or number or both assigned thereto.

tomarily represented on a public utility bill is that which identifies the nature of a customer, which is to say, these data signify-whether the customer is using the commodity in a residence or for the purpose of lighting a store or for power or heating purposes in a factory or the like or for street lighting, in the case of a municipal corporation, and in a of the commodity. These data. are customarily included on ,public utility bills for theI purpose of enabling the utility to determine what percentages or quantities of its commodity are' being used by various kinds of its customers. In public utility billing, classiiication data of this nature are' frequently referred to as revenue accounts and customarily each such account, as a resition such as an account thereto. 0i course; each customer fails into one or the other of such revenue accounts, and such a designation usually customer in the form of the revenue aoooimt number or a representation of such a number, this also being true schedule designation.

Additionally, in the .taxes need be paid on the amounts billed to certain customers of other customers as, and el corporations and the like are tax tree. Thus other classiiication data., indicating whether or amount billed the particular customer to which the bili pertains, appear onthe bill. Furthermore, some utilities desire to ascertain whether kindred devices that may be wide variety of other usages appears on a billlfor the with respect to the rateV -case' olfV public utilities.

butneednot be paid in the casev for example, municipal notatax'istobepdonan canoes '8 or not the bill pertains to consumption oi the printing device l)v is heinz prepared ioruse in commodity on a farm and whether or not this the preparation oi a utility bili such as that is true is indicated by data appearing on the bill. shown in Fiss. 1 to 4.

Particularly in the case oi public utilities, other In the' present instance representations of clasclanincation data or representations thereof apo sication data are produced in the business innearing on the bill indicate whether or not the struments by producing representations oi numbill is what may be called a regular bili or whethbers in the instruments. the numbers thus selecer it is a nal bill, as in the case where s. custively represented heinz respectively indicative of. tomer moves from a given location and no'iurtor example, a particular rate schedule or revenue ther bills are to be sent to the customer for conl account 'or the like. Furthermore. these represumption of the commodity at the old location. sentations are preferably produced under the code There are many other varieties oi' classincation described in Nevin Patent 2.041.085, patcntcdm! data that may be lincluded on public utilityv bills. 19. 1936.

Furthermore, it will be appreciated that in the Inasmuch as the classiiication data that arel case oi other business instruments, as for examto be produced or represented on a particular pie, tax bills. data or representations thereof perbusiness instrument are directly related to the 1c for c, nfc insurance poncy, on' occident mm. 20 trol oi' which representations oi classincatibnfdata anco poney, c me insurance poncy or the nke may beiormed in cron business instruments the are advantageously represented or otherwise pro- Printin! devices D are munged. at the they l duced on the notice as is, i'or example. the rate rc Prepared. to include means under control oi' upon which the charge to which a notice pertains which representations of such classification dota is predicated.k Y may be produced on the instruments. i

In any event, however, the classiilcation data l Thus. for example, when a particular deviceD which appear or are represented on business inis t0 be Prepled identmifidn dan, println! struments arek directly related to the identincamccnc esche tyre 2l, are. in the present instance, tion which appears/on the particular instrument f embossed* in the Plitt il which is thereafter and since such an identification is to be printed 3o mounted 0n the frime 01 terrier N- A irlne'or on the instrument and since the classification both, on the biliand in view of the comme relail is formed. a plurality of tab. or other particution between the classification date end the idenzins mcns retaining devices es u. 1n the tmcetion esta, a printing device or the ensr- Prcscntmiiicctwclvc such rcteinins devices are may be advllntageously utlllzedl and, as indicated at 23, such a head portionioi a Where resort ls had to a println@ .dem of tab may becut away, the lett-hand portion of the the aforesaid or equivalentzcharacter, such de-v tab na' Fig' 5 havmfbeen cut ,3W-Y 9 thereby printed, may be printed and lliso where the clas be cutaway so as to leave the left-hand portion. siilcation data are to be represented on the busi- Hence smce there "e "tuning dem a 2| t ness instruments, the device will include means twlve tabs as u and since each tab "s n may b under control of which such representations may cut way to nord right r leftmd um it be produced ThusQ gs an mma] .step m the will be manifest that twenty-tour positions are preparation of business instruments of uns 1 50 available ln the printing device for the purpose of receiving particularizing means under control of The printing device mustrated in Fig. 5 inmsthnfcui ifstl'umrfs. *menmm cludes a. frame or carrier Il having lips as Il dat istobe at? gn ofth .e cm and bead as I1 struck up onto the face thereof to a in c mc ze by e use of number' receive the longer edges of a substantial rectanguand s ce the numbers are to be pmduced und A la,r printing plate lav which when lt ls laid onto A the code disclosed in the aforesaid- Nevin Patent the-face of the frame between the lips i6 and the No' 2041085 a' preferred manner arrangement bead` I1, isheld against longitudinal movement w fg glzinntgfdguablinmbrloftatifluhm in such lips and bead yby suitably formed depressgf use "n a e ce s e owinglble retalnlng devlces la., eitherv of which may 'I'he code disclosed in the aforesaid Nevin patbeadf i1 and'therefore the carrier of frame il. 1 ing to F13' 5' the tabs which my be ma m 'I'he plate I8 has type characters as I 9 embossed 4 thereon from which the identihcation which is z 30rd foul' Position-S are utilized t0 receive' ND- sincation data. and the like may be printed. schedule ,The next two adjacent retaining `de- Thus, for example, in the precclc instance thc vices to the right are utilized to receive represenletter A is embossed in one corner of the plate tations 0f dits that may ppcarin the tens order II to designate the rate schedule, part ofthe 0f Sli-ch a rate Schedule numbcr- The next two classiication data under which the customer is adjacent retaining devices 2| airord positions to be charged in the present instance where the whereat tabs as ll'may'be mounted but in so far hand end of the as this particular set of retaining devices and the tabs that may be mounted therein are concerned, only the most left-hand portion of the most righthand of such tabs is utilized whereby three instead of four portions are available for representing the digits thatmay appear in the lhundreds order of a rate schedule number, it having been ascertained that such three positions afford accommodation for all the numbers that will be required to identify the various rate schedules. The aforesaid arrangement affords an accommodation for representations of numbers to 699. In the present instance, in accordance with the foregoing system, the tabs 22a and 22h represent a rate schedule of 220 which, under the particular system employed', pertains to the type character A on the plate I8.

Where a printing device as D is being prepared for public utility work, it is convenient to utilize the right-hand portion of the tab whose left-hand portion is utilized in representing digits in the hundreds order of the rate representation of whether or not the meter of the customer to whom the particular device pertains includes a constant. By the foregoing it is meant that all meters are not direct reading for in many instances the reading of the meter is required to be multiplied by a particular factor in order to ascertain the full consumption quantity, and such factor is, in the nomenclature of the art, a meter constant.

It will be apparent from the foregoing that each of the retaining devices 2| affords two positions whereat particularizing means may be disposed, and it will also be apparent from the foregoing that, as thus far described, twelve of the twenty-four potential positions afforded by the retaining devices 2l' on the printing device D are utilized to afford representations of the rate schedule number and also whether or not the meter includes a constant.

Other of the classication data which may be conveniently represented in business instruments, and particularly utility bills such as that illustrated in the accompanying drawings, are representations of still another field of accounting. Thus in public utility billing, and particularly where the commodity is electric current, a revenue account number is assigned to residence use, another to commercial light, another to commercial power, another to industrial power, and so on. Representations be conveniently reproduced in a business instrument such as the utility bill illustrated in the accompanying drawings under control of particul larizing means located in positions thirteen to nineteen counting from the left-hand end of the printing device D in Fig. 5, and so to do will enable sixty-nine different revenue account numbers to be represented, positions thirteen to fschedule digits as the i of each such number may I teen being utilized for representing digits appearing in the tens order of such account numbers and positions sixteen to nineteen being utilized to represent digits appearing in the units order of such numbers, such representations in such an instance of course being made in accordance with the code described in the aforesaid Nevin patent.

Other classification data may be represented by particularizing means appearing in positions twenty, twenty-one and twenty-two from the leftprinting device D shown in Fig. 5, and among the classincation data that may be thus represented are representations indicating whether a bill for a particular customer is, for example, to be sent to the bank of such customer to be paid by the bank, the indication of whether or not the commodity being billedby the bill has been used on a farm, an indication as to whether or not a tax is to be paid on the amount billed, and an indication as to whether or not more than one bill is to be sent to the .particulari customer as in those instances where a customer demands multiple copies of a particular bill. Y

The mostv right-hand or twenty-fourth position available on a printing device D can conveniently be used to indicate whether or not a particular bill is a regular or special bill, a final bill, for example, to a customer being viewed as a special bill.

One manner in which the various positions afforded on the device D can be utilized to afford means under control of which representations of classification data may be produced in a public utility bill have been described hereinabove, but it will .be understood that this is only one arrangement to which resort might be had for public utility billing. It will also be understood that if the business instrument was a tax bill, an insurance notice or the like, the available positions at which tabs as 22 may be mounted would be utilized to produce representations of whatever classification data were desired or required. It will be apparent, however, from the foregoing that each device as D includes means from which identification data may be directly printed and also means under control of which representations of classication data may be produced and, if desired, as 'm the instance of the embossed type characters 20, the device may include means from which the classification data may be printed. Printing devices prepared as aforesaid are, in accordance with the present invention, sequentially fed through a machine that is operative to print the identification data on the instruments and which is also operative to tions of classification data on the instruments in the course of the passage thereof through the machine. For example, in the machine of the character just described, a roll of paper is utilized and a web is withdrawn therefrom and fed to the machine. Preferably the length desired in the business instruments is afforded by the width of the web so that when the course of operation of the machine, at regularly spaced intervals, business instruments of'a desired width and length are cut from the web,

In the course of the passage lof instruments through a machine of this character, the hereinabove described constantly reoccurring data are printed thereon from a particular printing device. Furthermore, as the instruments pass through this machine, the' rows of marginal perforations are produced' therein and representations of the classication data, such as explained hereinabove, are produced in the instruments by slotting the instruments from selected of the aforesaid perforations to the adjacent edge of the instrument. Additionally, identication data. are printed on the instruments during passage thereof through the machine. The arrangement is such y,that in so far as a particular. instrument is concerned, the printing device D from which the identification is directly printed, causes the proper notching to be effected in such instrument under control of the tabs as 22K included thereon.

It will be seen from the foregoing that once a printing device as D is prepared for a particular customer, that thereafter each time this device is utilized in a machine of the aforesaid characproduce representathe web is divided, in

v Such a printing ter-.abusinesslnshumentisprcducedwhich bears the identiilcation of the customer and auch selected classification data as will be printed from type characters included `for this purpose on the particular device and also representations of the classification data will be being ail'ordedby the selectively positioned notches formed under control of tabs included on the device. y

The bill Il, shown in Figs. 1 and-2 is that which will be prepared from 'the printing device D shown in Fig. when this bill and this device pass through 4a machine of the kind iust described. In the present instance the tabs 22a and 22h on the printing device D represent a rate schedule number 22| and by referring to Figs. 1 and 2 it will be seen that notches 25 and 2| are formed in the main body Ita oi' the bill Il, these two notches respectively representing the digit 2 in the hundreds and tens orders, respectively, ,of

a rate schedule number.

Furthermore, the device shown ln Fig. 5 has a tab 22e thereon which includes both right and left-hand portions and this tab, in accordance with the code described in theai'oresaid Nevin patent, causes'two notches 21 and 28 to be formed in the main body lla of the bill Il 'to represent the digit 3 in the tens order of a revenue account number whereby representations of the revenue account number Il are formed in the bill Il.

Inasmuch as most of the bills which pass through the machine will be regular bills, it is convenient to arrange this machine so thatit will form a notch as 29 in every bill unless a tab is disposed at the aforesaid twenty-fourth position on a printingdevice such as that disclosed in Fig. 5, the appearance of a tab at this position suppressing rather than causing a notching operation which is .the function of tabs which appear at other positions. `-Thus, if lthe bill Il were a;

special bill such as a iinal bill, no notch 29 would be formed therein but since it is a regular bill, as indicatedr by the fact that the printing device shown in Fig. 5 does not have a tab at the twentyfourth position, the notch 29 `is formed therein. Furthermore. in the course of the passage of the bill and the printing device through the aforesaid machine, three impressions/'are made from embossed type characters on the plate I 8. One of such impressions, that indicated by 3l, Fig. 1, is a reproduction of al1 of the type characters provided on the plate I8 and is made on the main' body lua. However, the second of the impressions, SI, which remittance stub IIb of the bill, is merely a reproduction of certain identifying classincation data that maybe printed from type characters on the produced, this latter is made on what constitutes the plate I8. A printing operation of this character is enected by suppressing the printing operation in so 'far as the concerned in one or another of the well understood ways in which they can be accomplished. operation is also effected in so far as the impression 32 is concerned. This impression is made on the customers stub I lc for in this instance only the name and address and the rate schedule designation (A in this instance) are printed for this is all that is required for mailing and like purposes. Y

It will be understood that while I have shown d described a printing device as D comprising a removable metal plate as Il, aso-called onepiece printing device could be used in place of one including the removable plate as the plate i8. Moreover, perforations or other lacuna could undesired type characters are bills are arranged so be used on the printing device instead of tabs as 22 and. of course; if desired, stencil printing means could be used in-place of embossed type cters. It will therefore be appreciated that the printing device illustrated and described herein is merely variety of devices that could be used within the purview ofthisinvention.

It will be'noted that notches u and 84' are i being prepared pertain, the identincation afforded by these number representations beixig called the book number. Such a book number is utilised to sort the business instruments into what may well be called a major group, such an operation being eiected where bills pertaining to several dinerent meterreaders books are grouped together and need thereafter be segregated into such major groups. In the course of passage Y oi' the bills through a machine like that described above, a manually settable notching means is set up and as the bills pass thereby the notches as and 34 and 33' and M' are produced in accordance with the manual setting of such notching means.

It has been explained hereinabove that it is desirable to insure against loss of one or more business instruments once preparation of a group thereof has been initiated, and to that they may be collected or sorted into a consecutive arrangement as, for example, bv being consecutively numbered, consecutively vlettered or the like. In the present instance notches as 35 are formed at the free end o1'v the main body formed as the bills pass through the machine described above and are formed by notching means which are set up under control of a consecutively advancing numbering machine or the like so that the bills successively pass through the machine each bill is numbered in accordance with its position in the series. In the present instance the perforations l5, under the code of theaforesaid Nevin patent, represent the number 29|, which means that the bill is the two. hundred.

and ninety-mst in a4 series of bills.

It will be appreciated that at any time during the course of preparation of the bills, andwh'en preparation is completed, that by sorting the bills in accordance with the method described in the aforesaid Perkins patent, under controlof the perforations 35, the bills may be arranged in consecutive order, which will quickly reveal whether or not any one of the instruments, for example, in a oup having the same book number, is j 'I'he utility bill that lhas thus far been described is in some respects like that which may K be prepared in a machine such as that disclosed inthe aforesaid Hartley Patent No. 2,041,183 except that in addition to bearing the reoccurring data and having the identication data (the name and address and the like that is directly printed from a printing device asa printing device D) the bill lll has the perforations P formed therein and the notches as 2l described hereinone which is typical of a widesuch as the foregoing this end the Illa, these notches being produced in utility 8 above. However, the notches as 2l. inclusive, are

the bill as an incident to the pasbills through the machine described hereinabove and the bills are produced in the machine at a speed at least equal to that at which they are produced,.for example, in the machine described in the just referred to Hartley patent. It will, therefore, be seen that the bill l as thus far described is produced with facility and economy equal to that of bills which do not have notches as formed therein. Hence, in so far as this phase of the preparation of bills as I0 and, of course, other business instruments is concerned, these are produced at least as rapidly and economically as has heretofore been possible in the production of ordinary business instruments, and such bills embody features of not possessed by business instruments prepared in accordance with prior practices.

It will be understood that when the printing devicesD are arranged for passage through a machine such as that described hereinabove, these devices are arranged in a predetermined order and preferably, in an lic utility bills are being prepared, the devices D are arranged inthe same order as the names and addresses which-are printed therefrom appear in the meter readers book. Sincethe printing devices are arranged in this manner, the bills printed therefrom are arranged in a corresponding manner when they pass from the machine in which they are prepared.

Thus, once the bills as i0 have been prepared in the manner illustrated in Figs. 1 and 2, they are arranged in the same order as the names and addresses appear in the meter readers book which is the source of part of the variable data that is to be included on the bills.

In the present instancepart of the variable sage of the data that are toappear on the bills, and which i is derived from the meter readers book, are a present meter reading as 36 anda past meter reading as 31.

Heretofore in the course of preparation of utility bills, a manually operable printing' calculating machine has been employed to print past and present meter readings on a utility bill, and such '60 on the bills. However, further instance where pub- As is well understood, by subtracting a'past meter reading from a present. meter reading, a consumption quantity is ascertained.

a,avi,oos

the means which would ordinarily function print the consumption quantity on a bill as Il will function to produce notches as 3l in the bill and preferably, as in the case of other notches pertaining to numerical quantities, this' means functions to produce these notches in accordance with the code described in the hereinabove referred to Nevin patent. Moreover, the notches are formed, as are the other notches hereinabove described, so that the bills as l0 may besorted in accordance with `the method disclosed in the hereinabove referred to Perkins patent.

It is, of course, important that the hereinabove referred to consumption quantity be accurately entered or, in the present instance. represented von the bill. This'is assured by eiecting what is referred to in the art as a cross-footing operation, the machine disclosed in the aforesaid ISundstrand Patent No. 2,194,270 being to eilect such an operation.

vThis is effected in a machine of the aforesaid character; by entering in the machine, for exam-A present meter reading and thereafter en- ,tering the past meter reading. Furthermore, the

ple, the

consumption quantity, which will have been mentally subtracted and been written into the meter readers book, is also entered into the machine,

flwhich is then set in operation to effect a subtracting operation in which the past meter reading is subtracted from the present meter reading.

The machine then automatically compares the result of this subtracting operation with the consumption quantity already entered therein and if the two do not correspond, the machine locks up to prevent further operation, for lack of correspondence in these quantities indicates an error. If, however, the quantities do correspond, the machine is not locked up and further operations may be performed. In a machine for use in the present invention, -such further operations'entail operating the notching means to 'produce -notches as 38 representative of the consumption .quantity which, fthe present meter reading in the present instance where is 1824 and the past meter reading is 1778, is 46, and as the notching .operation is effected, the. present and past meter readings as aforesaid are printed'on the bill.

It has been explained hereinabove that it is frequently necessary to enter certain special data on manual and time-consuming operations are avoided for in the present instance it is only i necessary for a machine operator to cause the business instruments of the character to'which this invention pertains. For example, in public utility billing, if the consumption quantity is equal to or less than a predetermined amount, known `as the minimum quantity, a, so-called minimum charge is made, which is not necessarily the consumption quantity times a particular rate but is rather a fiat charge. Other examples of special data are an indication that a charge is to be made for merchandise that has been purchased by the customer or anl indication that a bill is substantially greater than or less thanfthat ,which is -usually rendered the customer, a circumstance A machine which may be employed for printing the past'and present meterreadings on the bill I0 and for producing representations ofthe consumption quantity in this bill may be one somewhat like that disclosed in Sundstrand Patyent No. 2,194,270 patented March 19, 1949. It is to be noted, however, that a machine such as that disclosed in this patent is equipped to print items such as the present and past meter readings and the consumption quantity. However, in accordance with the present invention, a machine of the` aforesaid character is modied so that such as this necessitating an investigation to determine whether or not an error has been made. Furthermore, in some instances, Ythe meter reader does not gain access to the meter and it is customary for utilities in instances such as this to estimate a bill for the current month and when this is done, data indicative of this are included on the bill. Additionally, if a customer has not paid in other' words, if the account is in arrears, this fact is also noticed on the bill.

In the present instance special data such as the foregoing, which it will be understood are exemplary of a widevariety of special data of this operative sas will be explained effected in accordance with cause a notch to be made general character, may be entered or noticed on the bills as IQ by forming notches in association with selected of the perforations as 38 which. as can be ascertained by reference to Fig. 2, are associated with the word will be representative of A machine of the character disclosed in the aforesaid Sundstrand Patent No. 2,194,270 is usuinstances where the asrwill be explained hereinafter.

Moreover, it has been explained hereinabove that in certain instances the meter includes what is referred to as a meter constant and in such instances, as has been explained, the subtraction of a past shown in Fig. is equipped with a tab which will at the perforation 40. Furthermore, this-fact will appear on the meter readers book so that the likelihoodpf tion quantity, 'which should be, multiplied by a factor. (as, where the meter` includes 'a constant) being improperly entered, is substantially mitigated. Moreover, as willbe explained presently', by reason of the presence of a notch at the perbills which pertain to customers sumption quantities which should be multiplied by a factor will have this operation performed with respect thereto.

As in the case of preparing the bills to the exthe present invention which, J

the present invention,

a'consumplarly true since, as explained hereinabove, consumption quantities are charged for under rate y tered on the bill when currently, a great many ofthe after the bills have been consumption quantity was ascertained, it has heretofore been necessary todetermine .therate schedule under which the consumption quantity and once the rate schedule was ascertained, calculating operations .were thereafter performed to determinel the charge.- l

In the present instance, however, representations of the rate schedule are automatically produced in the billsas an incident to the preparation thereof to the extent shown in Figs. 1 and 2. Furthermore, the consumption' quantity is enit is prepared to the extent illustrated in Fig. 3 and, as-Just explained,

this is done much more expeditiously than it has heretofore been possible to prepare billsto this extent. i f' However, when the bills the extent illustrated in Fig. 3, a striking benet of my invention is realized, for in place of performing a calculating operation Ifor each bill. to

effect entry of the` amount to be' charged for the particular consumption quantity, it is only necessary to eflect sorting consumption quantity and the consumption quantity itself, in accordance with the present arrangement, arey printed on the business 4instruments. It will be appreciatedthat when a large number of public utilitybills are being prepared conbills will" include the same rate schedule. "l Furthermore, it has been ascertained that -a great many bills having the same rate schedule will have the same consumption quantity entered thereon. Hence, prepared to the extent tively large number of public utility bills.

Once this sorting operation has been effected, each group is subjected to a further sorting oprate schedule will be grouped in what may be' termed a minor or sub-group. In grouping the bills in accordance with the second of the aforesaid two sorts, the bills are -brought into a consecutive arrangement, which is to say, all bills having the lowest consumption quantity, for example 2, are arranged first in such consecutive arrangement -and 'thereafter those having the a charge should be made for have been prepared to next highest consumption quantity. the highest consumption quantity that is to be handled in accordance with the present invention.

As a further step in carrying out the present invention, a plurality of printing devices, such as that illustrated in Fig. 6, are prepared.

which is indicated by DA, structurally corresponds to the printing device D and includes a removable embossed printing plate 4i. Type characters are embossed in each plate as Il so that a consumption quantity,a gross charge therefor, and a net charge therefor. under a particular rate schedule, may be directly printed therefrom into the areas as 42,- and Il dened on the bills as I0 to receive such amounts, such areas being provided on each of the three sections of the bills as I0 in the present instance. It will also be understood that, as is common in public utility practice, the net bill represents a predetermined discount from the gross bill which is allowed if the bill is paid on or before a certain date. which date is usually indicated on the bill as is done at 45 in the present instance, this Y being part of the reoccurring data hereinabove referred to. It will be appreciated that in order for the items to be printed from embossed type characters on the plate Il in the areas 42, 43 and 4l, the type characters from which impressions are to be made in these areas are spaced on the plate 4l corresponding to the spacing of the areas on the bill I0.

It will be appreciated that a plurality of printing devices as DA are prepared and once prepared these are repeatedly used. Hence, when a group of bills that are beingv concurrently prepared have been sorted into groups by reason of the two sorts hereinabove described, these bills are then ready to receive impressions from printing devices as DA. To this end printing devices as DA are introduced into a printing machine and special sheets are interposed between each goup of bills l0 that have representations of a corresponding consumption quantity thereon and the so arranged and separated bilis are then introduced into' the sheet feeding portion of the just referred to printing machine. The printing devices DA are arranged to pass through the machine in the same order as that in which the grouped bills l0 are to pass through the machine, which is to say, the printing device DA pertaining to a consumption quantity of, for example 2 is the iirst to pass through the machine, and thereafter one pertaining to the consumption quantity of 4, and then that pertaining to 6 and so on passes through the machine.

The bills that are to receive impressions from the printing devices DA are arranged in the sheet receiving rack in the machine in which these printing devices are placed. The lowest bills in the consecutive arrangement thereof are arranged in position to the rack. 'Furthermore the lowest printing device DA in the consecutive arrangement of suchl devices is advanced to printing position in the machine where it remains until all ot the bills that are to receive impressions therefrom, which is to say, all of the bills that bear a representa-v tion of a consumption quantity and a rate schedule, such as lthat to which the particular printing device pertains, have passed through the machine. The machine through which the group of bills and the printing devices DA are passed is preferably so arranged that as soon as the bills in one minor group receive impressions from the printingv device from which they are to receive be first withdrawn from s wherein the bill shown notches 35 and if it 'bills are available, the bills may be divided along totals that have been the amounts that have been impressions, a new printing device is automatically advanced into printing position and, as an incident to this, operation of the machine is interrupted.

It will be noted that areas as I2, I3 and 4l are included on each of the three sections of the bill i0 and thus the machine through which the bills l0 and the printing devices' as DA are passed is arranged to make three impressions on each bill passed therethrough and in order that this may be effected, certain parts in the machine operate to complete one cycle of operation for each bill that passes through the machine. Hence, since operation of the machine is interrupted each time a new printing device advances into printing position and since certain parts in the machine perform a single cycle of operation for each bill that passes through the machine, a counting operation can be eiected and in the present instance this counting operation is utilized to accumulate the amounts printed from the printing devices DA.

Hence, prior to the time the first group of bills is passed through the machine, keys operative to enter into a selected accumulator in a conventional adding machine, are locked up to be operative so that the three amounts-which may be printed from the first of the printing devices DA to pass through the machine may be entered into selected accumulators. Then as the bills or sheets ill pass through the machine, the parts operative in timed relation with the passage of the sheets through the machine render operative means associated therewith which, in turn, render the adding machine operative whereby, for each sheet that passes through the printing machine, an entry is made into the accumulators of the adding lmachine. Then when operation of the machine is interrupted as an incident to the passage of a new printing device into printing position in the printing machine, the setting of the adding machne is manually changed to correspond to the data appearing on the second of the printing devices and, l"as the sheets in the second group thereof pass through the machine, these data are entered in the accumulators. Hence, at the end of a run of an entire collection of bills, the accumulators in the adding machine display the total amounts of the items that have been printed in the areas as 42, 43 and M on the bills. It will be understood, of course, that a reading can be taken from the accumulators of the adding machine each time operation of the printing machine is interrupted and that then the accumulators can be cleared. If resort ls had to this, the various taken oil are thereafter added up to ascertain printed as an incident to the passage of the bills through the printing machine through which the printing devices DA are passed. This, therefore, affords a record of the total amount billed.

As can be ascertained by reference to Fig.4, is representative of a bill that has passed through the machine through which the printing devices DA are passed, preparation of the bill is completed. In order to vascertain that all bills are present so as to prevent loss, the bills are preferably sorted back into the consecutive numbering arrangement by the use of the is ascertained that all of the the line Il and the sections Illb and (0c may be mailed to the customers and the main body or accounting stub lila may be retained.

It will be appreciated that once the calculations entailed in preparing the printing devices DA of primary importance in/so far as sorting is have been performed. it is not necessary to repeat these calculations and consequently the entry of the variable data that appear in the areas 42, 43 and 44 is merely a printing operation/devoid, in so far as the particular entry is concerned. of any calculating machine operations. Being a printof these data may be effeatures above described. that materially expedites the preparation of business instruments /in accordance with my invention. It will be understood, of course, that if tax bills, insurance notices or the like were being prepared, then the printing devices DA would bearJ type' characters from which data ordinarily entailing calculating operations for such bills'or notices could be printed.

It has been explained hereinabove that notches are selectively formed in association with the perforations 39 in instances where, for example, other data are to be entered on the bill.I Thus. it there is to be a charge .for -merchandise or ii' there are errors or other similar circumstances, prior to the timethe bills line il, those bills bearing notches selectively located in association with the perforations Il are sorted from the other bills and in any desired manner other such data, that are to be entered on the bills, are entered thereon.

The accounting stub Ia which is retained by the utility may be used in a wide variety of ways among which is the-separation of such stubs in accordance with the revenue number that appears thereon which, as explained hereinabove, enables the utility to determine the consumption by each of various classes of customers. Furthermore, the presence or absence of a notch at the perforation 42, which is produced under control of a tab at the twenty-third tab position on the printing device D, as explained hereinabove, indicates that a bill bearing such a notch is tax free. Thus a sorting may beperformed in connection with the method disclosed in the above referred to Perkins patent. and all stubs bearing a notch at perforation 42 are eliminated and thereafter the amount of tax that is to be paid on the remaining bills of the utility may be asc ertained.

It will be appreciated that the accounting stub IlaI can be used for a wide variety of other purposes, depending upon the .data that is represented therein by selectively located notches formed in association' with selected of the perforations P, the foregoing being exemplary of such usages. y

Hereinabove I have referred to affording representations of numerical values in accordance with the code described in Nevin Patent No.

are separated along the 2,041,085, but it will be understood that in so far I as the present invention is concerned this is optional, for numerical values, if desired, could be directly represented or'they could be represented in accordance with any other suitable code.

Moreover, I have described the sorting as being eected in the manner described in Perkins Patent No. 1,544,172, but it will be understood that sorting could be effected in a wide variety of other ways which might entail forming perforations at selected positions within the body of the so grouped under control of the instrument, and perforations at such selected positions would serve to enable the sorting to be brought about. Such arrangement of openings for the purpose of sorting and the like is well understood in the art as is the method'of sorting described in the Perkins patent, and in so far as the present invention is concerned the thing concerned is that it be struments in the course at the times and in the possible to sort the in of preparation thereof manner described hereinabove.

lIt will be manifest from the foregoing. description thattI have provided a novel utility bill as 2. 'I'he method of preparing business instruments which consists in printing identicatlon data on each instrument, forming predetermined sorting control indicia on each instrument, forming other a mined sorting control indicia may be formed on each instrument, utilizing each such device to print an identication on an instrument and to form predetermined sorting control indicia on the instrument, forming other and varying sorting control indicia on each instrument, sorting the instruments under control of the predetermined sorting control indicia thereon to group together all instruments having lik predetermined sorting control indicia, sorting ihe instruments arying control indicia thereon to group together varying sorting preparing business instruin preparing a device `from which an identiilcation may be printed on an in. strument and under control or which predetermined sorting control indicia may be formed on each instrument, utilizing each such device to print an identiiication on an instrument and to form predetermined sorting control indicia on the instrument, forming other and varying sorting control indicia on each instrument, sorting the instruments under control of the predeter- `mined sorting control indicia. thereon to group together all instruments having like predetermined sorting control indicia, sorting. the instruments so grouped under control of the varyins control indicia. thereon to group together al1 instruments bearing like predetermined and vary ing sorting control indicia., preparing a device from which data based upon selected predetermined and varying sorting control indicia. may be printed, and utilizing such a. device to print like data. on all the instruments in each group of instruments bearing like predetermined and l0 varying sorting control indicia.

HAR

OLD M. WHITTLESEY. 

